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Name Holding Trade Value Shares
Change 		Change in
Stake
QCIG
1951
Quad-Cities Investment Group
Iowa
$561K -$6.26K -150 -1%
CRWM
1952
Castle Rock Wealth Management
California
$561K -$170K -4,068 -24%
RSWM
1953
Robertson Stephens Wealth Management
California
$560K -$110K -2,647 -17%
KA
1954
Kooman & Associates
Pennsylvania
$560K -$8.81K -211 -2%
BBW
1955
Blue Barn Wealth
Utah
$559K +$118K +2,838 +30%
FPWM
1956
FSB Premier Wealth Management
Iowa
$557K -$2.84K -68 -0.5%
PAG
1957
Powers Advisory Group
Illinois
$557K +$5.38K +129 +1%
VAM
1958
Verity Asset Management
North Carolina
$557K +$105K +2,522 +26%
SFWC
1959
Strategic Family Wealth Counselors
New Jersey
$556K +$65.5K +1,569 +14%
AGA
1960
Accuvest Global Advisors
Utah
$556K -$107K -2,572 -23%
BAAM
1961
Baker Avenue Asset Management
California
$556K +$157K +3,772 +44%
IHL
1962
Investment House LLC
California
$555K -$8.35K -200 -2%
CIM
1963
CIM Investment Management
Pennsylvania
$551K -$13.3K -318 -3%
ME
1964
McIlrath & Eck
Washington
$550K +$70.1K +1,680 +16%
TFG
1965
Tilson Financial Group
New Jersey
$547K +$220K +5,269 +76%
BFG
1966
Berger Financial Group
Minnesota
$546K +$24.4K +585 +5%
SFP
1967
Sweet Financial Partners
Minnesota
$544K -$5.8K -139 -1%
EAM
1968
Empirical Asset Management
Massachusetts
$543K -$27.8K -666 -5%
WA
1969
Wealth Architects
California
$543K -$24.4K -585 -5%
AF
1970
Apexium Financial
Texas
$542K -$2.09K -50 -0.4%
BFAG
1971
Blackston Financial Advisory Group
Florida
$541K +$23K +552 +5%
CA
1972
Cresta Advisors
Texas
$540K – – –
PJSIMP
1973
P.J. Schmidt Investment Management (PJS)
Wisconsin
$539K -$25.5K -610 -5%
EC
1974
EntryPoint Capital
New York
$539K +$209K +5,001 +72%
OF
1975
Outfitter Financial
Maine
$538K -$31.1K -745 -6%
77 78
79
80 81